Western Asset High Yield Opportunity Fund Inc.
HYI- Exchange
- NYSE
- SEC CIK
- 0001497186
No open-market purchases or sales by Western Asset High Yield Opportunity Fund Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.1M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- −6 vs. Q1 2024
- Shares held
- 6.45M
- −827.2K (−11.4%) vs. Q1 2024
- Total value
- $74.8M
- −$12.2M (−14.0%) vs. Q1 2024
- New holders
- 5
- 14 more added
- Sold out
- 11
- 18 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HYI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $43.1M |
| Q1 2026 | 45 | $38.3M |
| Q4 2025 | 46 | $38.2M |
| Q3 2025 | 44 | $35.2M |
| Q2 2025 | 60 | $83.1M |
| Q1 2025 | 57 | $86.4M |
| Q4 2024 | 55 | $73.7M |
| Q3 2024 | 53 | $72.7M |
| Q2 2024 | 50 | $74.8M |
| Q1 2024 | 56 | $87.0M |
| Q4 2023 | 58 | $91.8M |
| Q3 2023 | 52 | $84.6M |
| Q2 2023 | 53 | $86.1M |
| Q1 2023 | 51 | $86.2M |
| Q4 2022 | 53 | $87.3M |
| Q3 2022 | 51 | $77.0M |
| Q2 2022 | 47 | $85.8M |
| Q1 2022 | 51 | $66.9M |
| Q4 2021 | 52 | $73.8M |
| Q3 2021 | 46 | $94.8M |
| Q2 2021 | 48 | $103.7M |
| Q1 2021 | 48 | $100.6M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,456,805 | $16.9M | 0.39% | −43,849−2.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 892,164 | $10.3M | 0.61% | +9,592+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 504,634 | $5.85M | 0.01% | +5,880+1.2% | Added |
| Bramshill Investments, LLC | 410,194 | $4.76M | 0.52% | −583,955−58.7% | Reduced |
| Guggenheim Capital LLC | 404,089 | $4.69M | 0.03% | −9,977−2.4% | Reduced |
| Wells Fargo & Company | 344,787 | $4.00M | 0.00% | +53,600+18.4% | Added |
| Uncommon Cents Investing LLC | 302,255 | $3.51M | 1.10% | −2,600−0.9% | Reduced |
| Morgan Stanley | 265,430 | $3.08M | 0.00% | −144,941−35.3% | Reduced |
| Hara Capital LLC | 180,743 | $2.10M | 1.34% | +26,725+17.4% | Added |
| Cohen & Steers, Inc. | 138,478 | $1.61M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 138,342 | $1.60M | 0.00% | +9,283+7.2% | Added |
| Private Management Group Inc | 136,644 | $1.59M | 0.06% | −2,194−1.6% | Reduced |
| Capital Investment Advisors, LLC | 136,322 | $1.58M | 0.04% | −1,879−1.4% | Reduced |
| Shaker Financial Services, LLC | 109,635 | $1.29M | 0.52% | +67,976+163.2% | Added |
| 1607 Capital Partners, LLC | 108,485 | $1.26M | 0.11% | −27,086−20.0% | Reduced |
| TFB Advisors LLC | 93,707 | $1.09M | 0.35% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 93,275 | $1.08M | 0.61% | +35,858+62.5% | Added |
| E&G Advisors, LP | 86,002 | $997.6K | 0.29% | −1,250−1.4% | Reduced |
| Consolidated Portfolio Review Corp | 71,800 | $832.9K | 0.19% | +36,527+103.6% | Added |
| Steward Partners Investment Advisory, LLC | 69,633 | $807.7K | 0.01% | +1,680+2.5% | Added |
| Stifel Financial Corp | 52,175 | $605.2K | 0.00% | −3,875−6.9% | Reduced |
| Landscape Capital Management, L.L.C. | 47,817 | $554.7K | 0.05% | +47,817 | New |
| Bank of America Corp | 44,764 | $519.3K | 0.00% | −4,138−8.5% | Reduced |
| SFI Advisors, LLC | 40,838 | $473.7K | 0.36% | +24,664+152.5% | Added |
| Invesco Ltd. | 37,966 | $440.4K | 0.00% | +20,969+123.4% | Added |
| Advisor Group Holdings, Inc. | 33,833 | $392.5K | 0.00% | −20,938−38.2% | Reduced |
| LPL Financial LLC | 32,053 | $371.8K | 0.00% | −5,305−14.2% | Reduced |
| UBS Group AG | 30,579 | $354.7K | 0.00% | −5,656−15.6% | Reduced |
| Gilman Hill Asset Management, LLC | 20,675 | $239.8K | 0.04% | −12,500−37.7% | Reduced |
| RVW Wealth, LLC | 19,500 | $226.2K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $219.9K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,604 | $180.2K | 0.00% | +15,604 | New |
| City of London Investment Management Co Ltd | 14,544 | $168.7K | 0.01% | −163,918−91.9% | Reduced |
| Concurrent Investment Advisors, LLC | 12,619 | $146.4K | 0.00% | −1,786−12.4% | Reduced |
| International Assets Investment Management, LLC | 11,553 | $134.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,375 | $133.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,945 | $128.0K | 0.00% | +10,945 | New |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $127.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,320 | $120.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,158 | $94.6K | 0.00% | +8,158 | New |
| Comerica Bank | 6,235 | $72.3K | 0.00% | +49+0.8% | Added |
| Royal Bank of Canada | 3,898 | $45.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,959 | $34.3K | 0.00% | +1,000+51.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,143 | $24.9K | 0.00% | −192−8.2% | Reduced |
| Harbour Investments, Inc. | 1,194 | $13.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $12.9K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 529 | $6.14K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 452 | $5.24K | 0.00% | +11+2.5% | Added |
| Coppell Advisory Solutions LLC | 309 | $3.58K | 0.00% | +309 | New |
| CWM, LLC | 159 | $2.00K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −45,691−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −35,273−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,637−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −10,828−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |